San Diego Charitable Real Estate Foundation
The exempt purpose of San Diego Charitable Real Estate Foundation is to support san diego foundation in its mission to promote and increase responsible and effective philanthropy by accepting, managing and marketing real estate gifts. San Diego Charitable Real Estate Foundation also provides selected real estate services to other nonprofit organizations within the san diego community, thus furthering the mission of san diego foundation.
San Diego Charitable Real Estate Foundation at a glance
In short: San Diego Charitable Real Estate Foundation gave $6.4M across 1 grant in 2025 (avg $6.4M), mostly in California. Source: 2025 IRS Form 990.
- Annual giving (2025)
- $6,380,721
- +63.3% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $6,380,721
- +63.3% vs 2024
- Median grant
- $6,380,721
- Total assets
- $183,691
- -97.6% vs 2024
- Primary geography
- California (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026.
How to apply to San Diego Charitable Real Estate Foundation
Open Grants
1 open opportunity from San Diego Charitable Real Estate Foundation
Who San Diego Charitable Real Estate Foundation funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was San Diego Foundation ($6.4M).
Grant Size Distribution
4 grants across all recorded years
The most common grant size was in the $1–5M range: 2 grants of 4 (50%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How San Diego Charitable Real Estate Foundation gives
- Giving held roughly steady from 2022 to 2025 (−12%). Method
From the foundation's IRS Form 990 filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $207K (2019) to $7.3M (2022). In 2025 it made 1 grant totaling $6.4M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| San Diego Foundation San Diego, CA | For General Support | $6,380,721 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $183,691 | $-674,052 | $6,591,981 | $6,380,721 | 1 | $-963,018 |
| 2024 | $7,498,844 | $8,045,715 | $4,556,575 | $3,906,663 | 1 | $468,065 |
| 2023 | $4,080,844 | $4,153,801 | $511,742 | — | — | $-6,895 |
| 2022 | $318,480 | $7,296,204 | $7,658,489 | $7,291,183 | 1 | $4,614 |
| 2021 | $684,799 | $2,759,856 | $2,204,441 | $2,012,169 | 1 | $409,205 |
| 2020 | $125,475 | $-98,518 | $2,005,557 | $1,988,647 | 1 | $-98,518 |
| 2019 | $2,230,197 | $2,688,179 | $249,405 | $206,615 | 1 | $9,000 |
About San Diego Charitable Real Estate Foundation
Based on IRS filings
San Diego Charitable Real Estate Foundation is a public charity focused on Community Improvement & Capacity Building, based in San Diego, CA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $184K in total assets. In 2025, it awarded 1 grant totaling $6.4M.
Focus Areas
Leadership & Key People
Officers and directors from IRS filings
San Diego Charitable Real Estate Foundation is led by Cindy J. Bertrand, Board Chair since 2024 (on filings since 2023); none of the 10 officers listed in 2025 report compensation.
Officers on the 2025 filing
Cindy J. Bertrand
Board Chair
Director → Board Chair, 2024
On filings since 2023
0.2 hrs/week
No compensation reported
Allan Wasserman
Director
On filings since 2019
0.2 hrs/week
No compensation reported
Joseph A. Delaney
Director
On filings since 2020
0.2 hrs/week
No compensation reported
Mark D. Bitterlin
Director
On filings since 2020
0.2 hrs/week
No compensation reported
Tim Meissner
Director
On filings since 2020
0.2 hrs/week
No compensation reported
Tony Yousif
Director
On filings since 2020
0.2 hrs/week
No compensation reported
Leena Gupta
Director
On filings since 2024
0.2 hrs/week
No compensation reported
James Howell
Board Treasurer
On filings since 2019
2.5 hrs/week
No compensation reported
Mark A. Stuart Cfre
Board Secretary
On filings since 2020
0.2 hrs/week
No compensation reported
Renee Savage
Board Vice Chair
Director → Board Vice Chair, 2024
On filings since 2020
0.2 hrs/week
No compensation reported
Former officers (11)
- Former: Elvin Lai (2023–2024) — Director
- Former: Elisabeth Eisner Forbes Esq. (2020–2023) — Chair
- Former: Mark J. Riedy PhD (2020–2023) — Director
- Former: Hal Dunning (2022–2023) — Vice Chair
- Former: Steve Sefton (2019–2021) — Board Chair
- Former: Cher Conner (2019) — Director
- Former: Gary M. Katz (2019) — Director
- Former: Janice L. Weinrick (2019) — Director
- Former: Joe Farrage (2019) — Director
- Former: Mark Stuart (2019) — Board Secretary
- Former: Steve Klosterman (2019) — Board Chair
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about San Diego Charitable Real Estate Foundation
How much does San Diego Charitable Real Estate Foundation give each year?
San Diego Charitable Real Estate Foundation gave $6.4M across 1 grant in 2025, according to its 2025 IRS Form 990. In 2024 it gave $3.9M across 1 grant.
How large is San Diego Charitable Real Estate Foundation?
San Diego Charitable Real Estate Foundation reported $184K in total assets on its 2025 IRS Form 990.
What is San Diego Charitable Real Estate Foundation?
San Diego Charitable Real Estate Foundation is a public charity focused on Community Improvement & Capacity Building, based in San Diego, CA. It holds $184K in total assets as of 2025.
Where does San Diego Charitable Real Estate Foundation operate?
San Diego Charitable Real Estate Foundation has awarded grants in California.
What is San Diego Charitable Real Estate Foundation's EIN?
San Diego Charitable Real Estate Foundation's EIN (Employer Identification Number) is 33-0701029. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2019 (received by the IRS April 15, 2020)
- Updated Form 990 for fiscal year 2020 (received by the IRS May 6, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS May 5, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS May 9, 2023)
- Updated Form 990 for fiscal year 2024 (received by the IRS April 30, 2025)
- Added Form 990 for fiscal year 2025 (received by the IRS April 28, 2026)
- IRS filings on file for fiscal years 2019–2024
Live grants for the work San Diego Charitable Real Estate Foundation funds
Community Improvement & Capacity Building Open opportunities, soonest deadline first.
- Leveling-Up Award $1,000 · Due October 25, 2026
- Arnold F. Keller, Jr. Grant for New Initiatives/Program Expansion $25,000 · Due October 27, 2026
- Wausau Marathon County Impact Grants (Community Foundation of North Central Wisconsin) $1,000 to $100,000 depending on the scope of the project · Due October 27, 2026
Explore Open Grants
Browse active grant opportunities in San Diego Charitable Real Estate Foundation's focus areas in our free grants database
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San Diego Charitable Real Estate Foundation down — hundreds of funders to go?